Japanese media said, in flat-screen TVS and large LCD panel field of the personal computer, from mainland China oversupply situation is likely to become increasingly serious.BOE technology group (indicate) before 2015 and TCL group, will be in China more than eight local construction and operation of large factories.The rapid development of the 2000 s, South Korea and Taiwan region of an enterprise has to into a defensive posture."Red panel will bring intense changes to east Asia supply pattern of the LCD panel.
"Japanese economic news" reported on January 2, boe chairman Wang Dongsheng at the end of November 2013 in a speech at the meeting in Beijing so stressed: "let us hand in hand, to try to become a global manufacturing powerhouse of China!"Its determination in the recent positive investment situation.
Reported that in June 2011, Beijing east to be known as the "8.5 generation" of large glass (2.2 m * 2.5 m) as the material of panel plants put into operation in Beijing.Before the summer of 2015, the same size of the factory will be in hefei in anhui province and chongqing municipality have go into mass production.
8.5 contract construction fee a will exceed 400 billion yen (RMB 23.3 billion).If you don't include sharp and Taiwan's hon hai precision industry company jointly run Japan 堺 display products company's contract, 10 this will be the world's most sophisticated factory.
According to the report, not only Beijing east, and the TCL LCD division in shenzhen city, guangdong province, huaxing photoelectric factory.In the depth of 400 meters, 240 meters wide beside the huge buildings of a project has been started.That is to say, in August 2011 to start producing the 8.5 generation after the first plant, the second plant has started.
If including Korean and Taiwanese enterprise, China will have up to nine 8.5 within two years contract production.U.S. research firm NPD Display Search predicts that mainland China in the same contract production share of the 10 ~ 12 month will reach 38.6% in 2015, far more than Taiwan, overtook South Korea (45.7%).
Reports, however, large LCD panel market downturn will be permanent.Such as Taiwan's au optronics (AUO) from April to June in 2013 after 11 season
Achieve the final profit.But there are analysis, points out that influenced by the excess supply of mainland China, au optronics on 1 ~ 3 May 2014 into loss again.It is reported, including sharp competition in the field of Japanese companies have to give up in the large panel, turn to medium and small size panel field to find a way out.While China seemed not conform to the trend of The Times is one of the reasons of increase is expected for LCD TV market will continue to grow.TCL chairman li dongsheng think panel supply is growing by about 4% a year, the market is to digest;This is equivalent to a 8.5 contract capacity.
Reported that, another reason is the government's support.Boe July 2014 to 2014 yuan of capital increase, while the main stakeholders is Beijing, hefei and chongqing city enterprises.China's local governments in order to realize the industrial revitalization, is offering lower capital cost consciousness.
Korea Taiwan enterprises in order to avoid tariffs to promote production in China
Reported that in the past, taken by violent increase investment enterprise market share in Japan, and forced the Japanese business into a crisis in South Korea and Taiwan enterprises are now on the defensive.With the rise of China's efforts to mainland Chinese companies is very limited.Necessity is directly in the mainland of China is moving forward in production.South Korea's samsung display company launched in October 2013 in jiangsu province suzhou factory, in the top in other companies.
Report says, the Chinese government in April 2012 to cut import tariffs to 3% of the liquid crystal panel after recovery to 5%.Is considered to reduce the $50 billion a year in the field of import.And more and more rumors, import tariff will increase to 8% by 2014.In order to reduce the burden of the tariff, relevant enterprises to organize production in mainland China.
Another major response, the report said, looking for using LCD TV source of income.South Korea's LG display, chief executive officer (CEO) Korea phase Fan Ming said truly, "the focus of the investment will shift to organic EL panel".On the issue of expanding the TV panel production, samsung will also adopt the same policy.And Taiwan region of the group of optoelectronics will actively explore the factory equipment and other commercial requirements.Organic EL TV itself spread slowly, however, the commercial market development also needs a lot of time.
The device with Japanese companies material industry transfer to China
According to the report, with a high share of Japan's global LCD panel manufacturing equipment and materials manufacturers in China's enterprises to attract, is to shift production to China.Tokyo electronics began in August from its first overseas production base in kunshan, jiangsu province factory supply, supply manufacturing panel substrate circuit required etching device.
Report points out, although in the past have been concerns about technology outflow, but Tokyo electronics for only Chinese demand will keep growing, the President of the (Tokyo electronics and President zhe lang) east and changed the policy.Tokyo electronic yamanashi subsidiary production will in a few years the basic transfer to China.And in the field of materials, mitsubishi resin company in suzhou production for back light components such as polyester film factory at the end of July and put into operation in 2013.

However, reported that Chinese enterprises it is also possible to supply power for weapons, full access to Japan's share of global market share of 30% of the small and medium size panel.Deutsche securities senior analyst in root fukuda said: "although the technical strength of the gap is still very big, but Chinese companies will constitute a huge threat" in the future.

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